Use Case: Process a Card Payment with Quick Charge

Owned by Miles Graves
Last updated: Jan 03, 2025 by Ada Li
3 min read

You can easily process card payments using the Quick Charge tile on your portal dashboard. This tutorial walks you through the steps to accept a credit or debit card payment from a customer using the Quick Charge tile.

Partial view of the Dashboard page, showing the Quick Charge tile.

Objective

Use the Quick Charge tile to process a card payment.

Audience

  • Merchants

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Prerequisites:

  • You must have a fully boarded Merchant account to perform any of the actions described in this use case guide.

  • You must have access to the card number and contact information for the customer that you are charging. You can access saved card information in your Customer Profile if the customer and their payment method were saved in a previous transaction.

Warnings

Warning: Quick Charge cannot process Level 2 or 3 interchange data. As a result, its transactions cannot qualify for different interchange rates past Level 1.

Tips

Additional Resources

  • See Payment Acceptance for more information about accepting payments through the platform.

Process a Card Payment with Quick Charge

Access the Quick Charge Tile

The Quick Charge tile is located in the upper-left corner of the dashboard. You will automatically be directed to your dashboard when you log in to the platform. You can also access the dashboard from anywhere in the platform by clicking DASHBOARD in the left navigation panel.

Enter the Quick Charge Information

  1. Enter the charge amount and customer contact information in the Quick Charge tile fields.

  2. Select SALE from the Charge Type dropdown menu.

  1. Leave the Payment Method dropdown menu on the default setting to enter new card information on the next page, or select a previously saved payment method from the dropdown menu.

  1. (Optional) To save the customer information for future charges, select Save Customer Information in the lower-left corner of the tile.

Process the Payment

  1. Click PROCESS PAYMENT to advance to the next step.

Result: The charge will be processed.

When you click PROCESS PAYMENT, the Card Information lightbox will open on the page.

  1. Enter the customer's card number, expiration date, CVV code, and name on the card.

  2. Click PAY AMOUNT USD/CAN to complete the payment.

Result: The charge will be processed.

Next Steps

After the payment is processed, review the following use case guides for additional information on related topics:

Conclusion

After the card payment is submitted with the correct information, the charge will be processed and you can navigate away from the page. You will receive a payment confirmation email, and the payment will show in the table on the Payment History page.

References

Click the links or items below to access any of the following pages: